Private Wealth Adviser
2 weeks ago
We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities.
We are a global financial services group operating in 31 markets with 56 years of unbroken profitability.
You'll be part of a friendly and supportive team where everyone contributes ideas and drives outcomes.
What role will you play?As a Private Wealth Adviser, you will deliver bespoke investment and strategic advice tailored to high-net-worth individuals and their families.
Building and nurturing trusted relationships will be central to your role, ensuring an exceptional client experience.
You will oversee and prepare advice and review documents, maintaining high standards of professionalism and compliance.
You will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote Macquarie Private Bank and onboard new clients.
You will contribute to initiatives that drive innovation and reinforce Macquarie Private Bank's position as Australia's leading investment-focused private bank.
What you offer Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia A proven track record of delivering compliant and tailored financial planning and investment advice Exceptional presentation skills, both in personal interactions and deliverables The ability to build trusted, long-term relationships with clients Existing relationships or the ability to cultivate networks that bring new clients to Macquarie Private Bank What we offer Wellbeing leave and additional service bonus leave days Paid parental leave, transition leave, and gender affirmation leave Volunteer leave and donation matching Access to Employee Assistance Program and wellbeing benefits Salary packaging options and learning opportunities Hybrid and flexible working arrangements Reimbursement for work from home equipment About Banking and Financial Services Banking and Financial Services is our technology-driven retail bank supporting clients to achieve their full potential, whether buying a home, growing a business, or investing to manage wealth.
Our commitment to diversity, equity and inclusion We are dedicated to fostering a diverse, equitable, and inclusive workplace.
We encourage applications from all backgrounds and identities.
We are happy to discuss accommodations to support your inclusion during the recruitment process and in the workplace.
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